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953 hedge funds and large institutions have $46.5B invested in Sempra in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 346 increasing their positions, 268 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 76

89% more call options, than puts

Call options by funds: $194M | Put options by funds: $102M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

30% more capital invested

Capital invested by funds: $35.9B → $46.5B (+$10.6B)

29% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 268

8% more funds holding

Funds holding: 884953 (+69)

6.05% more ownership

Funds ownership: 170.37%176.43% (+6.1%)

Holders
953
Holders Change
+69
Holders Change %
+7.81%
% of All Funds
15.03%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
157
Increased
346
Reduced
268
Closed
76
Calls
$194M
Puts
$102M
Net Calls
+$91.3M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
776
Adirondack Trust Company
New York
$145K -$5.03K -70 -4%
PCFFS
777
Pacific Center for Financial Services
California
$141K
LWA
778
Lenox Wealth Advisors
New York
$138K +$117K +1,624 +27,067%
IA
779
IFP Advisors
Florida
$137K +$191K +2,654 +227%
CPA
780
Cowen Prime Advisors
New York
$135K
FF
781
FourThought Financial
Florida
$135K
FCB
782
First Command Bank
Texas
$128K -$2.73K -38 -2%
FCFS
783
First Command Financial Services
Texas
$128K
CT
784
Cambridge Trust
Massachusetts
$126K
MAWCM
785
Mine & Arao Wealth Creation & Management
California
$126K
PFGIA
786
Patriot Financial Group Insurance Agency
Massachusetts
$126K +$20.6K +286 +24%
MIFH
787
Migdal Insurance & Financial Holdings
Israel
$126K +$108K +1,500 New
SWM
788
Spire Wealth Management
Virginia
$125K -$196K -2,732 -65%
CIBC Private Wealth Group
789
CIBC Private Wealth Group
Georgia
$124K +$106K +1,474 New
RMC
790
Resources Management Corp
Connecticut
$120K
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$118K +$431 +6 +0.4%
MRCM
792
M&R Capital Management
New Jersey
$117K
RBC
793
Roble Belko & Company
Pennsylvania
$116K
CFO
794
CVA Family Office
Colorado
$110K +$49.6K +690 +111%
POIA
795
Pin Oak Investment Advisors
Texas
$107K
HBT
796
Hills Bank & Trust
Iowa
$105K +$90.1K +1,254 New
DI
797
Disciplined Investments
Oklahoma
$104K +$2.3K +32 +3%
LC
798
Lindbrook Capital
California
$102K +$7.04K +98 +9%
CC
799
Corsicana & Co
Texas
$101K
SWA
800
SOA Wealth Advisors
New York
$93K

SRE Hedge Fund Activity: Q1 2022 in Review

953 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q1 2022, worth a combined $46.5B — up 30% from $35.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SRE positions and 76 closed out — a net gain of 81 holders — while 346 added to existing stakes and 268 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $774M. The largest seller was Zimmer Partners, cutting an estimated $194M.

  • 953 institutional investors held Sempra (SRE) as of Q1 2022, up from 884 in Q4 2021.
  • Funds reported $46.5B of Sempra stock for Q1 2022, up 30% quarter-over-quarter.
  • 157 funds opened new Sempra positions in Q1 2022 and 76 closed out, a net change of +81 holders.
  • The largest Sempra buyer in Q1 2022 was T. Rowe Price Associates, an estimated $774M added.
  • The largest Sempra seller in Q1 2022 was Zimmer Partners, an estimated $194M sold.

Based on aggregated 13F filings for Q1 2022.